Dell Technologies Inc. $DELL Stock Acquired by Mn Services Vermogensbeheer B.V.

Mn Services Vermogensbeheer B.V. increased its position in shares of Dell Technologies Inc. (NYSE:DELL) by 1.9% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 89,512 shares of the technology company’s stock after buying an additional 1,700 shares during the period. Mn Services Vermogensbeheer B.V.’s holdings in Dell Technologies were worth $48,153,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DELL. GAMMA Investing LLC raised its stake in Dell Technologies by 7.8% during the third quarter. GAMMA Investing LLC now owns 12,846 shares of the technology company’s stock worth $6,911,000 after acquiring an additional 925 shares during the period. Grove Bank & Trust boosted its stake in Dell Technologies by 163.1% in the third quarter. Grove Bank & Trust now owns 321 shares of the technology company’s stock valued at $173,000 after acquiring an additional 199 shares during the period. Farther Finance Advisors LLC grew its holdings in shares of Dell Technologies by 32.3% during the third quarter. Farther Finance Advisors LLC now owns 32,808 shares of the technology company’s stock valued at $17,649,000 after purchasing an additional 8,008 shares during the last quarter. Everhart Financial Group Inc. raised its position in shares of Dell Technologies by 4.8% during the 3rd quarter. Everhart Financial Group Inc. now owns 3,347 shares of the technology company’s stock worth $1,800,000 after purchasing an additional 152 shares during the period. Finally, Valeo Financial Advisors LLC lifted its holdings in shares of Dell Technologies by 1.1% in the 3rd quarter. Valeo Financial Advisors LLC now owns 6,166 shares of the technology company’s stock worth $3,317,000 after purchasing an additional 66 shares during the last quarter. 76.37% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Dell Technologies

Here are the key news stories impacting Dell Technologies this week:

• Positive Sentiment: Dell received a bullish catalyst from an analyst upgrade: Mizuho raised its price target to $650 from $600 while maintaining an Outperform rating. The revision reflects reported AI-server orders of $60.9 billion, $16.4 billion in AI-server revenue and a $95 billion backlog. Why Dell Stock Is Trading Up Today
• Positive Sentiment: Dell launched new Windows PCs and workstations designed for “agentic AI” in collaboration with NVIDIA and Microsoft. The products expand Dell’s AI offerings beyond data-center servers and could support demand from developers and creative professionals. Dell Technologies Drives the Agentic AI Era
• Positive Sentiment: Coverage continues to highlight Dell’s expanding AI customer base, large backlog and recently enhanced AI Data Platform, including NVIDIA-powered acceleration, data orchestration and enterprise knowledge-graph capabilities. These developments reinforce the long-term AI infrastructure growth narrative. Can Dell Turn Its New AI Data Platform Into a Durable Competitive Advantage?
• Neutral Sentiment: CEO Michael Dell’s involvement in Trump Accounts and a pledge to fund accounts for children has increased the company’s visibility, but the initiative is philanthropic and does not directly change Dell’s operating outlook. Michael Dell Defends Trump Accounts
• Negative Sentiment: Several Silver Lake-affiliated directors sold a combined roughly 127,000 Dell shares for about $73 million on October 6. Multiple transactions reduced their holdings by approximately 68%–72%, creating a near-term supply and confidence overhang, although one seller retained a substantial position. SEC insider-trading filing
• Negative Sentiment: After a steep AI-driven rally, profit-taking across server stocks—including Dell and Hewlett Packard Enterprise—has encouraged investors to question whether the sector’s momentum can continue. Dell’s elevated valuation makes it more vulnerable to consolidation despite strong earnings and guidance. Profit Taking Unwinds Server Rally

Analysts Set New Price Targets

A number of research firms recently issued reports on DELL. UBS Group restated an “outperform” rating on shares of Dell Technologies in a research report on Wednesday, September 2nd. Susquehanna reiterated a “positive” rating on shares of Dell Technologies in a research note on Tuesday, September 29th. Evercore reissued an “outperform” rating and set a $650.00 price target on shares of Dell Technologies in a report on Wednesday, September 9th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Dell Technologies in a report on Wednesday, August 12th. Finally, Wells Fargo & Company raised their target price on Dell Technologies from $505.00 to $545.00 and gave the company an “overweight” rating in a research report on Friday, August 14th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $571.12.

Dell Technologies Trading Down 0.7%

DELL stock opened at $575.17 on Friday. The firm’s 50-day moving average is $504.43 and its two-hundred day moving average is $379.92. The company has a market capitalization of $365.70 billion, a price-to-earnings ratio of 33.38, a price-to-earnings-growth ratio of 0.60 and a beta of 1.37. Dell Technologies Inc. has a 52 week low of $110.22 and a 52 week high of $595.51.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.91 by $2.13. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The business had revenue of $46.97 billion during the quarter, compared to analysts’ expectations of $44.89 billion. During the same period last year, the firm posted $1.70 earnings per share. The business’s revenue was up 57.7% on a year-over-year basis. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. On average, equities research analysts predict that Dell Technologies Inc. will post 25.13 earnings per share for the current year.

Dell Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be paid a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend is Tuesday, October 20th. Dell Technologies’s payout ratio is currently 14.63%.

Insiders Place Their Bets

In related news, Director Lynn Vojvodich Radakovich sold 2,022 shares of the stock in a transaction that occurred on Tuesday, September 22nd. The shares were sold at an average price of $565.28, for a total transaction of $1,142,996.16. Following the completion of the sale, the director directly owned 25,267 shares of the company’s stock, valued at $14,282,929.76. This represents a 7.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Silver Lake Partners Iv, L.P. sold 3,600 shares of the company’s stock in a transaction on Tuesday, October 6th. The shares were sold at an average price of $572.50, for a total value of $2,061,000.00. Following the completion of the transaction, the director directly owned 1,401,636 shares in the company, valued at $802,436,610. This represents a 0.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 1,697,272 shares of company stock valued at $920,162,797. 41.50% of the stock is currently owned by insiders.

Dell Technologies Profile

Dell Technologies Inc (NYSE: DELL) is a global technology company that develops, sells and supports information technology hardware, software and services. Its offerings include personal computers, workstations, monitors, accessories and other client devices, as well as enterprise infrastructure products such as servers, storage systems, networking equipment and data protection solutions.

The company also provides technology consulting, support, managed services and infrastructure solutions designed to help organizations operate data centers, private and hybrid clouds, artificial intelligence workloads and digital workplaces.